RDWM

Red Door Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 22.03%
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.29M
3
+$806K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$659K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K

Top Sells

1
+$2.24M
2
+$1.71M
3
+$1.34M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$792K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$520K

Sector Composition

1 Technology 15.25%
2 Healthcare 12.35%
3 Financials 10.16%
4 Consumer Staples 6.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6K 0.01%
+500
327
$6K 0.01%
+148
328
$6K 0.01%
+71
329
$6K 0.01%
+53
330
$6K 0.01%
+1,180
331
$6K 0.01%
+1,127
332
$6K 0.01%
+64
333
$5K ﹤0.01%
+349
334
$5K ﹤0.01%
+965
335
$5K ﹤0.01%
+55
336
$5K ﹤0.01%
+86
337
$5K ﹤0.01%
+63
338
$5K ﹤0.01%
+124
339
$5K ﹤0.01%
+78
340
$5K ﹤0.01%
+24
341
$5K ﹤0.01%
+34
342
$5K ﹤0.01%
+700
343
$5K ﹤0.01%
+185
344
$5K ﹤0.01%
+101
345
$5K ﹤0.01%
+174
346
$4K ﹤0.01%
+208
347
$4K ﹤0.01%
+19
348
$4K ﹤0.01%
+599
349
$4K ﹤0.01%
+1,965
350
$4K ﹤0.01%
+166
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